+34.8%
ARES vs EVRG
+102.9%
-68.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.1% | -3.3% | -3.3% |
| 7D | -0.3% | +1.0% | -1.3% | -0.4% |
| 30D | +15.3% | +7.5% | +7.8% | +14.7% |
| 3M | -5.4% | +6.8% | -12.2% | -5.9% |
| 6M | +10.0% | +7.7% | +2.3% | +9.3% |
| YTD | -14.7% | +24.9% | -39.5% | -17.2% |
| 1Y | -9.7% | +18.1% | -27.8% | -11.4% |
| All | +34.8% | +102.9% | -68.2% | +27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded EVRG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling